Reasons a lead might be deleted:
The company does not have the "Block Duplicate address" settings ON and the user created a duplicate lead by accident.
A user who works for multiple companies has different accounts and created a lead in the wrong account.
The user created a lead and the street address did not save correctly so the user created another lead, hoping the street address in the new lead would save correctly. This often happens because users forget to check the "Ignore Google Maps Address Correction" box so the address defaults to what is on Google Maps.
The company admin imported a bulk of leads from a CRM and some leads were duplicated during upload.
A lead that gets populated from a call center or CRM is creating a default deal type that it is no longer available.
How to delete a lead in Enerflo
As a sales rep:
From the sales rep dashboard, click "Go to Leads"
Search the customer's name, scroll to the far right of the table, and click on the red trash can.
If the rep cannot do this, they will need to reach out to a company admin. Enerflo Technical Support cannot delete leads.
As a company admin
From the main page, click "leads"
Search the customer's name, scroll to the far right of the table, and click the trash can to delete it.
NOTES: If a lead has a design, the lead cannot be deleted unless the deal is deleted as well. Keep in mind that when a user deletes a deal, creates a new one and submits a design request, they will be charged twice so this is not often recommended unless there's no other option.
If the lead has an active install, the install will need to be canceled and deal will need to be deleted before deleting the lead. Some companies charge cancellation fees depending on what milestone the project is in, so again this is not recommended unless the situation requires it.
How to Delete a User
Super admin or company admin permissions are required to delete a user. (Note: Enerflo support does not delete users but can provide further instructions if needed)
Search user by their name.
Select the trash can, and a screen will appear allowing the admin to reassign all deals to an alternative sales rep. If this step is skipped, the deals will need to be manually re-assigned one by one.